Helping You Reach Your Financial Goals

The CAMPUS Investment & Trust Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. At CAMPUS Investment & Trust Services we offer exceptional products and services and tailor our approach to your individual financial needs.  Whether you’re looking for help with a specific goal or looking to design a comprehensive wealth management strategy, we’re the resource you can count on for all of your investment & trust services needs.

Retirement Services
  • Planning assistance
  • Retirement plan rollovers (401k, 403b, D.R.O.P.)
  • Individual Retirement Accounts (IRAs)
  • Business Retirement Accounts

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Financial Management
  • Develop achievable goals
  • Create a savings and investment plan
  • Protecting financial security
  • Building net worth
  • Managing wealth
  • Creating income from assets
Investments
  • Mutual Funds
  • Bonds
  • Stocks
  • Options
  • Real Estate Investment Trusts (REIT)
  • Annuities

Manage Your Investments

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Wealth Management & Estate Planning
  • Comprehensive analysis and financial planning
  • Retirement and estate transfer planning
  • Managed Accounts
  • Trust asset management in partnership with MEMBERS Trust Company
Insurance
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income
Education Planning and Funding
  • Planning assistance
  • Education savings accounts

Our Team

Your financial goals are unique. So are you. Our team of experienced advisors is here to listen to your story and help you make the right choices when preparing for your future.

 

Fred Hilton CLU®, ChFC®, CRPC®, Financial Advisor, Trust LiaisonFred Hilton ChFC, CRPC

With over 25 years of experience in financial planning and wealth management, Fred Hilton has served the members of CAMPUS USA Credit Union since 2000. Fred is FINRA® registered and Florida Life, Health & Variable Contracts licensed.  In addition, he has earned the designations of Chartered Life Underwriter®, Chartered Financial Consultant®, and Chartered Retirement Planning Counselor®.  Fred is also a Trust Liaison for MEMBERS Trust Company.  He is a recognized leader in the investment community in Northeast Florida. He has 5 children and has been married since 1989. Fred enjoys spending time with his family and volunteering throughout the community.

 

Marlon Awuma CFP®, CRPC®, Financial AdvisorMarlon Awuma CRPC, Financial Advisor

Marlon Awuma has been serving the members of CAMPUS USA Credit Union since 2007. In his role as a Financial Advisor he assists clients with retirement planning, investments, as well as their insurance needs. Marlon is FINRA® registered and Florida Life, Health & Variable Contracts licensed.  He is a graduate of the University of Florida with a major in Finance and has earned the Certified Financial Planner® and Chartered Retirement Planning Counselor® designations. Marlon is a graduate of the CUNA Mutual Group 2015 Honors Academy class during which he earned the star achievement award and was also featured on the front cover of the June 2015 Ocala Men of Style magazine.  Marlon is also a Trust Liaison for MEMBERS Trust Company. He enjoys spending time outdoors with his wife Nikki and their three children, Gabriel, Cameron, and Jennis.

 

Weston Gallop, Financial AdvisorWeston Gallop, CRPC®, Financial Advisor

Weston Gallop is a Gainesville native with over ten years of business experience. Weston graduated from the University of Florida in 2007 and joined the CAMPUS Investment & Trust Services team in 2014. He is FINRA® registered and Florida Life, Health & Variable Contracts licensed and has also earned the Chartered Retirement Planning Counselor® designation. He is a graduate of CUNA Brokerage Services' 2018 honors Academy class, where he was a recipient of the Star Achievement Award. He is an Executive Board Member with the Gainesville Sports Commission. Weston enjoys playing golf, cheering on the Florida Gators, and spending time with his wife, Julie, and their three children, Mary Grace, Eli, and Kate.

 

Lisa Bruce, Senior Program CoordinatorLisa Bruce, Senior Program Coordinator

With over 20 years in the financial services industry, Lisa Bruce has served as the Senior Program Coordinator for CAMPUS Investment & Trust Services since 2002. Lisa is FINRA® registered and Florida Life, Health & Variable Contracts licensed. She is a Florida native and longtime resident of Gainesville along with her two children, Jordan & Ethan. Lisa is an avid runner/marathoner, an RRCA Certified Running Coach, & enjoys an active lifestyle with her family.

 

Sara Lott, Program CoordinatorSarah Lott, Program Coordinator

Sarah is a Gainesville native and has resided in the area her entire life. She is a graduate of Florida State University, started her career with CAMPUS USA Credit Union in 2006 and has been with the CAMPUS Investment & Trust Services team since 2017 as a Program Coordinator. Sarah enjoys spending time with her son, volunteering in her community and at her church, as well as being outdoors.

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Make an Appointment

CAMPUS members can receive a no cost, no-obligation financial consultation.

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*CAMPUS Investment & Trust Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. The CLU®, ChFC®, CFP®, and CRPC® designation marks are not affiliated with CUNA Brokerage Services, Inc. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

 

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